+82.2%
IVV vs HUBB
+154.5%
-72.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.9% |
| 7D | +0.5% | +4.8% | -4.3% | -1.1% |
| 30D | -1.0% | -9.3% | +8.3% | +2.2% |
| 3M | +3.9% | -3.9% | +7.7% | +4.5% |
| 6M | +14.5% | -0.8% | +15.3% | +13.3% |
| YTD | +12.9% | +5.6% | +7.3% | +8.8% |
| 1Y | +19.4% | +7.7% | +11.6% | +13.8% |
| 3Y | +78.8% | +47.5% | +31.3% | +46.6% |
| 5Y | +82.2% | +153.7% | -71.5% | +12.4% |
| All | +82.2% | +154.5% | -72.3% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HUBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling